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Location: London
Salary: 45,000+ negotiable
Type: Permanent
Posted: 24/11/2023

Leading City law firm are looking for an experienced trust and estate administrator to assist the private client team working alongside trust and estate planners, primarily assisting with administering estates:

Duties to include:

  • Preparing all relevant IHT returns, such as the IHT 400, with a good understanding of the IHT allowances to include the nil rate band and the transferable nil rate band.
  • General estate administration, communicating with financial institutions/relevant parties to gather information to value date of death assets and liabilities.
  • Settling income tax liabilities.
  • Maintenance and preparation of estate accounts.
  • Liaising with HMRC and HMCTS.
  • Preparing Statements of Truth and dealing with the application to obtain a grant of probate.
  • Regularly updating line manager to keep abreast of progress.
  • Collecting in assets on receipt of the Grant of Probate including sales of shares, properties, and other assets.

Experience in private banking, a wealth manager firm, or law firm dealing with private client work, specifically with a clear understanding and application of probate law and administration, is essential. Salary negotiable dependent on experience but in the region of £45 - £50k.

Fantastic opportunity for a trust, probate, estate administrator to join a top firm dealing with a HNW/UHNW client base. The firm has a commitment to training and developing all staff, and there are excellent progression opportunities available.

McKinlay Law endeavour to contact all successful candidates within 24 hours. However, due to the volume of applications that we receive, we are not able to respond to every candidate individually. If you have not heard from us within 24 hours your application has been unsuccessful and we have not retained your details.

Back to Jobs
Location: London
Salary: £45,000+ negotiable
Type: Permanent
Posted: 24/11/2023

Leading City law firm are looking for an experienced trust and estate administrator to assist the private client team working alongside trust and estate planners, primarily assisting with administering estates:

Duties to include:

  • Preparing all relevant IHT returns, such as the IHT 400, with a good understanding of the IHT allowances to include the nil rate band and the transferable nil rate band.
  • General estate administration, communicating with financial institutions/relevant parties to gather information to value date of death assets and liabilities.
  • Settling income tax liabilities.
  • Maintenance and preparation of estate accounts.
  • Liaising with HMRC and HMCTS.
  • Preparing Statements of Truth and dealing with the application to obtain a grant of probate.
  • Regularly updating line manager to keep abreast of progress.
  • Collecting in assets on receipt of the Grant of Probate including sales of shares, properties, and other assets.

Experience in private banking, a wealth manager firm, or law firm dealing with private client work, specifically with a clear understanding and application of probate law and administration, is essential. Salary negotiable dependent on experience but in the region of £45 - £50k.

Fantastic opportunity for a trust, probate, estate administrator to join a top firm dealing with a HNW/UHNW client base. The firm has a commitment to training and developing all staff, and there are excellent progression opportunities available.

McKinlay Law endeavour to contact all successful candidates within 24 hours. However, due to the volume of applications that we receive, we are not able to respond to every candidate individually. If you have not heard from us within 24 hours your application has been unsuccessful and we have not retained your details.

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